First Citizens Bank & Trust’s Global X US Preferred ETF PFFD Stock Holding History

First Citizens Bank & Trust’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$584K	Sell	33,189 -1,915	-5%	-$35.2K	0.01%	494
2026 Q2	$656K	Buy	35,104 +229	+0.7%	+$4.32K	0.01%	400
2026 Q1	$642K	Buy	34,875 +1,405	+4%	+$26.9K	0.01%	385
2025 Q4	$633K	Buy	33,470 +7,291	+28%	+$139K	0.01%	394
2025 Q3	$509K	Buy	26,179 +2,444	+10%	+$47.2K	0.01%	434
2025 Q2	$447K	Buy	23,735 +7,580	+47%	+$141K	0.01%	453
2025 Q1	$308K	Buy	16,155 +1,405	+10%	+$27.6K	0.01%	378
2024 Q4	$288K	Buy	14,750 +4,448	+43%	+$90.6K	0.01%	399
2024 Q3	$214K	Buy	+10,302	New	+$207K	﹤0.01%	439

Other funds holding PFFD

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

First Citizens Bank & Trust's PFFD Position: Q3 2026 in Review

First Citizens Bank & Trust reduced its Global X US Preferred ETF (PFFD) stake by 5.5% in Q3 2026, selling an estimated $35.2K and leaving 33,189 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #494.

First Citizens Bank & Trust first reported a position in PFFD in Q3 2024 and has held it in 9 quarters since. The position peaked at $656K in Q2 2026. 26 funds tracked by Wall St. Rank hold PFFD as of Q3 2026.

First Citizens Bank & Trust held 33,189 shares of Global X US Preferred ETF worth $584K as of Q3 2026.
First Citizens Bank & Trust sold 1,915 Global X US Preferred ETF shares in Q3 2026, an estimated $35.2K.
Global X US Preferred ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q3 2026, its #494 holding.
First Citizens Bank & Trust first reported a position in Global X US Preferred ETF in Q3 2024 and has held it in 9 quarters since.
First Citizens Bank & Trust's Global X US Preferred ETF position peaked at $656K in Q2 2026.
26 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.